Our Story

“We combine our areas of expertise to deliver the client a comprehensive solution and partnership in managing their assets. We match and connect your financial plan to your life circumstances.”

Pinafore represents the culmination of two successful financial experts combining their 50 plus years of expertise and compassion to serve clients in a distinct way. We provide advice that is not tainted by any agenda other than determining what is in your particular best interest.

Lisa Gabriel and LisaMarie Lozon joined together to create an innovative partnership built upon their shared values and vision – putting the client first and doing good work for clients in a meaningful way. Their deep commitment to their work centers on being the best possible steward of their client’s financial resources.

 

 

Lisa M. Gabriel, CFP®, ChFC®

President & CEO

Lisa’s passion for investments and financial planning spans over three decades, allowing Pinafore Wealth Counsel to offer wisdom, perspective, and customized solutions. Lisa helps clients navigate change by integrating her experience with the facts and figures, often going beyond the numbers. Lisa has a strong dedication to risk management and a steady commitment to helping clients grow and protect their wealth. She offers unbiased and objective advice to bring peace of mind to Pinafore clients.

Lisa’s experience includes 20+ years as an institutional investor for such notable names as Duke Management Company and Oak Value Capital Management prior to returning to her roots advising successful families and individuals. Lisa is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant designation, ChFC®. She is a frequent speaker on financial topics such as Tax Smart Investment Strategies, Legacy Planning, and Wealth Building for Women.

Lisa serves on the NC Council for Women, Durham County Women’s Commission, co-founded the annual “Having it All” for women event, and teaches at the Duke University Osher Lifelong Learning Institute (OLLI). Lisa is a member of the Duke Campus Club where she facilitates the “Money Matter$” financial education interest group, Durham-Orange Estate Planning Council, First Presbyterian Church and loves being Paul’s wife and Caroline’s mom.

 

 

LisaMarie Lozon, CeFT®

Co-Founder

LisaMarie is in her 20th year advising successful individuals and families through the complexities of wealth counsel and asset management. She leverages her diverse experience to engage clients with compassion and acts as their trusted guide. Clients value her natural ability to connect the smallest of details to the greater whole of their lives. LisaMarie partners with clients to strategically identify their goals and supports them in accomplishing their full potential.

From a young age, LisaMarie’s beloved grandfather instilled in her a profound understanding and appreciation for the power of wise investing. She fully funded her way through college by applying this growing knowledge and passion. LisaMarie received the Certified Investment Management Analyst (CIMA®) designation in 2001. She is William Bridges certified in both “Managing Organizational Transitions” and “Individual Transitions in Organizations.” LisaMarie is also a certified Integral Coach from New Ventures West. She holds the Certified Financial Transitionist (CeFT™) designation from the Sudden Money Institute.

LisaMarie is a leader in advising individuals and families to manage and grow strategically in times of change and transition. She is an accomplished, sought-after speaker engaging her audiences with enthusiasm, humor, and new perspectives for effectively navigating personal and professional change and transition.

LisaMarie serves on the Board of the Dispute Settlement Center. She enjoys hiking and tennis and finds daily meditation an integral way to be present for her family and clients.

 

 

Ilva a.k.a. “Cookie” Jones

Client Concierge

Ilva, also known as “Cookie,” is a North Carolina native and a UNC-Chapel Hill graduate in Economics. She earned a Certificate in Financial Planning from Fordham University. Cookie has a vast and detailed knowledge of Firm Operations and Client Service. She rose to a Financial Operations Principal with a New York Firm before returning to North Carolina. Cookie brings over 20 years’ experience in Financial Operations and Portfolio Administration.

When she returned to North Carolina, Cookie brought along her young son and a not-quite-as young black lab, Nobu, so they could spend more time with family and friends. She enjoys taking her son to the park, playing ball with him, reading, and walking in her neighborhood.

Cookie is always happy to receive a call from clients and assist with any questions.

TD Ameritrade Institutional

Primary Custodian of Choice
TD Ameritrade Institutional Asset Protection

We collaborate with your choice of tax preparer, attorney, and insurance provider. We are able to make recommendations if needed. TD Ameritrade Institutional is our Primary Custodian of Choice. TD Ameritrade and Pinafore Wealth Counsel are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor, and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services are provided by TD Ameritrade Institutional, a Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. Used with permission.

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